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Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

$50.05 -0.07 (-0.14%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Limited Term Bond ETF (NYSEARCA:FLTB)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$27.52M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$5.80M
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FLTB Institutional Buying and Selling by Quarter

Fidelity Limited Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Rehmann Capital Advisory Group9,386$470K0.0%+20.0%0.209%
4/29/2025 Envestnet Asset Management Inc.203,132$10.18M0.0%+18.2%4.514%
4/29/2025 McGlone Suttner Wealth Management Inc.10,687$535K0.1%-5.3%0.237%
4/25/2025 Koshinski Asset Management Inc.14,578$730K0.1%+44.6%0.324%
4/25/2025 Salus Financial Advisors LLC55,683$2.79M2.1%+10.9%1.237%
4/22/2025 Cambridge Investment Research Advisors Inc.5,022$252K0.0%+10.1%0.112%
4/21/2025 Norris Perne & French LLP MI13,955$699K0.1%+19.4%0.310%
4/18/2025 GSB Wealth Management LLC35,360$1.77M0.5%+1.6%0.786%
4/17/2025 Great Lakes Retirement Inc.24,911$1.25M0.2%-4.5%0.554%
4/17/2025 Dynamic Advisor Solutions LLC14,298$716K0.0%-1.4%0.318%
4/16/2025 Lakeridge Wealth Management LLC17,212$862K0.4%N/A0.382%
4/16/2025 Wealth Enhancement Advisory Services LLC29,939$1.50M0.0%-25.2%0.665%
4/14/2025 Dentgroup LLC9,036$453K0.3%-10.5%0.201%
3/17/2025 Wealth Enhancement Advisory Services LLC40,034$1.99M0.0%+425.0%0.965%
2/24/2025 United Advisor Group LLC6,707$333K0.1%N/A0.227%
2/17/2025 Salus Financial Advisors LLC50,219$2.49M2.0%N/A1.702%
2/17/2025Focus Partners Wealth640$32K0.0%-97.0%0.022%
2/17/2025Citadel Advisors LLC40,500$2.01M0.0%N/A1.373%
2/17/2025Bank of America Corp DE79,348$3.94M0.0%-8.0%2.690%
2/17/2025 Adapt Wealth Advisors LLC4,801$238K0.1%N/A0.163%
2/14/2025Mercer Global Advisors Inc. ADV14,542$722K0.0%-6.1%0.493%
2/14/2025Jane Street Group LLC8,178$406K0.0%N/A0.277%
2/14/2025Concourse Financial Group Securities Inc.5,965$297K0.0%+30.0%0.202%
2/13/2025Regal Investment Advisors LLC77,098$3.83M0.3%+2.7%2.613%
2/13/2025Raymond James Financial Inc.4,416$219K0.0%N/A0.150%
2/13/2025 Envestnet Asset Management Inc.171,783$8.53M0.0%-20.6%5.823%
2/13/2025Wells Fargo & Company MN507$25K0.0%N/A0.017%
2/13/2025Islay Capital Management LLC8,872$440K0.3%-3.3%0.301%
2/12/2025WealthTrak Capital Management LLC2,510$125K0.1%N/A0.085%
2/12/2025JPMorgan Chase & Co.14,124$701K0.0%+6.4%0.479%
2/11/2025LPL Financial LLC105,205$5.22M0.0%+222.5%3.566%
2/10/2025Commonwealth Equity Services LLC315,604$15.66M0.0%+25.9%10.698%
2/10/2025Avantax Advisory Services Inc.5,748$285K0.0%-13.2%0.195%
2/6/2025Vestmark Advisory Solutions Inc.66,598$3.31M0.1%+17.9%2.258%
2/6/2025Raymond James Financial Inc.4,416$219K0.0%N/A0.150%
2/5/2025Advisor OS LLC7,893$392K0.0%+11.3%0.268%
2/4/2025IFP Advisors Inc12,242$608K0.0%+60.0%0.415%
1/30/2025 Roxbury Financial LLC1,505$75K0.1%N/A0.051%
1/29/2025 Great Lakes Retirement Inc.26,080$1.30M0.2%+2.7%0.884%
1/29/2025Soltis Investment Advisors LLC12,256$608K0.1%-10.0%0.415%
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1/29/2025Savant Capital LLC10,122$502K0.0%+54.0%0.343%
1/28/2025Kestra Private Wealth Services LLC44,185$2.19M0.0%-9.7%1.498%
1/23/2025 Southern Capital Advisors LLC4,328$215K0.1%N/A0.147%
1/23/2025 Norris Perne & French LLP MI11,692$580K0.0%+4.9%0.396%
1/21/2025 GSB Wealth Management LLC34,817$1.73M0.4%+4.9%1.180%
1/21/2025 McGlone Suttner Wealth Management Inc.11,280$560K0.1%+6.3%0.382%
1/16/2025 Koshinski Asset Management Inc.10,079$500K0.0%+12.5%0.342%
1/10/2025 Wealth Enhancement Advisory Services LLC39,494$1.99M0.0%+418.0%1.339%
1/3/2025 Dentgroup LLC10,093$501K0.4%-11.9%0.342%
12/26/2024JPMorgan Chase & Co.13,278$669K0.0%+13.6%0.450%
11/15/2024MML Investors Services LLC19,903$1.00M0.0%+8.3%0.675%
11/14/2024Flow Traders U.S. LLC30,317$1.53M0.1%+77.3%1.028%
11/7/2024Thrivent Financial for Lutherans12,103$612K0.0%+27.5%0.410%
11/7/2024 Sugar Maple Asset Management LLC6,992$352K0.3%N/A0.237%
11/5/2024 Apollon Wealth Management LLC8,014$404K0.0%-20.9%0.272%
10/28/2024 Norris Perne & French LLP MI11,142$561K0.0%+8.7%0.378%
10/24/2024 Wealth Enhancement Advisory Services LLC7,625$384K0.0%N/A0.258%
10/23/2024 Great Lakes Retirement Inc.25,403$1.28M0.2%+936.4%0.861%
10/19/2024 Compass Ion Advisors LLC3,980$200K0.0%N/A0.135%
10/10/2024 McGlone Suttner Wealth Management Inc.10,608$534K0.1%-20.2%0.360%
10/10/2024 Koshinski Asset Management Inc.8,957$451K0.0%+10.2%0.304%
10/2/2024 Dentgroup LLC11,456$577K0.4%-2.3%0.388%
8/16/2024Regal Investment Advisors LLC72,696$3.57M0.2%+3.1%2.464%
8/14/2024Bank of Montreal Can18,702$899K0.0%N/A0.634%
8/12/2024 Glass Jacobson Investment Advisors llc2,369$116K0.0%-8.8%0.080%
8/8/2024 Envestnet Asset Management Inc.194,323$9.54M0.0%+16.6%6.587%
8/6/2024Advisor OS LLC6,237$306K0.0%-6.3%0.211%
7/31/2024Commonwealth Equity Services LLC233,141$11.44M0.0%-0.2%7.903%
7/25/2024Levy Wealth Management Group LLC31,782$1.56M0.4%+10.3%1.077%
7/19/2024Hoylecohen LLC22,366$1.10M0.1%-6.9%0.758%
7/19/2024 McGlone Suttner Wealth Management Inc.13,289$654K0.2%+3.9%0.450%
7/15/2024 Dynamic Advisor Solutions LLC14,364$705K0.0%+7.9%0.487%
7/8/2024 Dentgroup LLC11,730$576K0.5%N/A0.398%
5/10/2024Osaic Holdings Inc.158,266$7.77M0.0%-7.4%5.365%
5/9/2024 Koshinski Asset Management Inc.8,863$435K0.0%+44.7%0.300%
5/8/2024Avantax Advisory Services Inc.8,349$409K0.0%+47.4%0.283%
5/7/2024WNY Asset Management LLC15,285$750K0.1%-8.9%0.518%
5/3/2024 Rehmann Capital Advisory Group7,828$384K0.0%+4.4%0.265%
5/2/2024 GSB Wealth Management LLC33,064$1.62M0.5%+2.9%1.121%
5/1/2024Concourse Financial Group Securities Inc.4,590$226K0.0%-5.6%0.156%
4/29/2024Commonwealth Equity Services LLC233,703$11.46M0.0%-2.8%7.922%
4/19/2024 Wealth Management Resources Inc.5,933$291K0.1%-9.3%0.156%
4/16/2024 Norris Perne & French LLP MI9,894$485K0.0%-87.2%0.260%
2/21/2024WNY Asset Management LLC16,785$826K0.1%+111.1%0.442%
2/9/2024Hoylecohen LLC24,021$1.18M0.1%N/A0.632%
2/9/2024UBS Group AG235,044$11.56M0.0%+16.8%6.185%
2/7/2024Avantax Advisory Services Inc.5,663$279K0.0%-22.6%0.149%
2/6/2024 Apollon Wealth Management LLC11,628$572K0.0%+9.4%0.306%
2/6/2024 Lincoln National Corp7,105$350K0.0%N/A0.187%
2/6/2024Vestmark Advisory Solutions Inc.30,655$1.51M0.1%+210.9%0.807%
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2/5/2024Islay Capital Management LLC23,095$1.14M0.9%+95.7%0.608%
2/5/2024Kestra Private Wealth Services LLC135,246$6.65M0.2%+2.6%3.559%
2/5/2024 Greatmark Investment Partners Inc.6,200$305K0.0%-39.4%0.163%
2/1/2024 Sigma Planning Corp20,257$996K0.1%-54.2%0.533%
1/29/2024 Koshinski Asset Management Inc.6,123$301K0.0%-10.0%0.161%
1/22/2024 Norris Perne & French LLP MI77,220$3.80M0.3%-1.6%2.032%
1/22/2024 Glass Jacobson Investment Advisors llc2,596$128K0.1%-25.1%0.068%
1/19/2024 Wealth Management Resources Inc.6,543$322K0.2%-63.7%0.172%
1/18/2024 McGlone Suttner Wealth Management Inc.13,289$654K0.1%-39.7%0.350%
1/17/2024OmniStar Financial Group Inc.11,369$559K0.7%-3.4%0.299%
(Data available from 1/1/2016 forward)

FLTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLTB shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($15.66M), UBS Group AG ($11.56M), Envestnet Asset Management Inc. ($10.18M), Osaic Holdings Inc. ($7.77M), LPL Financial LLC ($5.22M), Bank of America Corp DE ($3.94M), and Regal Investment Advisors LLC ($3.83M).Learn more on FLTB's institutional investors.

Which institutional investors have been buying Fidelity Limited Term Bond ETF stock?

Of the 56 institutional investors that purchased Fidelity Limited Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Private Wealth Services LLC ($125.38K), Envestnet Asset Management Inc. ($111.49K), Commonwealth Equity Services LLC ($93.40K), LPL Financial LLC ($72.58K), Wealth Enhancement Advisory Services LLC ($71.90K), Avidian Wealth Solutions LLC ($66.58K), and Salus Financial Advisors LLC ($55.68K).

How much institutional buying is happening at Fidelity Limited Term Bond ETF?

Institutional investors have bought a total of 1,083,879 shares in the last 24 months. This purchase volume represents approximately $53.12M in transactions.

Which Fidelity Limited Term Bond ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold Fidelity Limited Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($407.45K), IFP Advisors Inc ($156.78K), UBS Group AG ($142.33K), Norris Perne & French LLP MI ($74.35K), Raymond James Financial Services Advisors Inc. ($54.16K), Sigma Planning Corp ($32.44K), and Greatmark Investment Partners Inc. ($32.02K).

How much institutional selling is happening at Fidelity Limited Term Bond ETF?

Institutional investors have sold a total of 1,108,690 shares in the last 24 months. This volume of shares sold represents approximately $53.72M in transactions.



This page (NYSEARCA:FLTB) was last updated on 5/5/2025 by MarketBeat.com Staff
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